401(k) · DOL Form 5500 · 2023
The William Carter Company 401(k) Plan
Data updated 2026-08-25
- $287M
- Total assets Near avg plan size
- 6,479
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $44,292
- Avg per participant Low balance/head
Official DOL plan name: Carters 401(k) Savings Plan · Sponsored by The William Carter Company · Georgia · Manufacturing
$287M in assets, 6,479 participants
The William Carter Company's Carters 401(k) Savings Plan reported $287M in total assets and 6,479 participants in its 2023 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #17,526 in Manufacturing (18,722 peers)
Coverage in Georgia
Carters 401(k) Savings Plan covers 6,479 participants in Georgia, 5.9x the typical Georgia plan (state average ~1,096 per filing). Assets: $287M.
- #17,526
- in Manufacturing (18,722 peers)
- +15.2%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Carters 401(k) Savings Plan's outsized position by total assets
Carters 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$286,966,650 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Carters 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carters 401(k) Savings Plan lands in the large band (6,479 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carters 401(k) Savings Plan reported net income rose from -$42M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Carters 401(k) Savings Plan reported participants rose from 4,935 in the plan year 2022 filing to 6,479 in the plan year 2023 filing.
- Carters 401(k) Savings Plan end-of-year assets rose from $249M in the plan year 2022 filing to $287M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 041156680 · The William Carter Company PY 2023 · 401(k)
Carters 401(k) Savings Plan · $287M · 6,479 · 96th
- EBSA $287M
- PART 6,479
- TYPE 96th
- NET 401(k)
- BOOK near West Fraser, Inc. 401(k) Plan
- VS-ST ind #17526
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Georgia →
Carters 401(k) Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $286M |
| Net Income | $37M |
| Employer EIN | 041156680 |
| Plan Effective Date | 1988-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The William Carter Company)
Sponsor-wide plan assets over time
All The William Carter Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $319M 27.93841063377358% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,935 | $249M |
| 2023 | 1 | 6,479 | $287M |
| 2024 | 1 | 6,486 | $319M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Scale composition for Carters 401(k) Savings Plan
Carters 401(k) Savings Plan reports $287M in end-of-year assets across 6,479 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $44,292 per participant (32% of the national average assets-per-participant) . Net income for plan year 2023 was $37M.
This plan identity (EIN 041156680, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $249M to $319M (+27.9%) while covered participants moved from 4,935 to 6,486 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,935 | $249M | Open filing |
| 2023 | 6,479 | $287M | This page |
| 2024 · index core | 6,486 | $319M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Carters 401(k) Savings Plan (401(k), $319M, 6,486 participants)
Carters 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is West Fraser, Inc. 401(k) Plan in TN ($287M); by covered participants it is Auto-Owners Insurance Company Retirement Savings Plan in MI (6,483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($287M here).
- West Fraser, Inc. 401(k) Plan (TN) $287M · 2,365
- Green Bay Packaging, Inc. Savings and Protection Plan (WI) $287M · 1,270
- Generac Power Systems, Inc. Employees 401(k) Savings Plan (WI) $287M · 761
- Brown & Root Industrial Services 401(k) Plan (LA) $287M · 3,100
Similar participant headcount
Nearest other-state filings by covered participants (6,479 participants); asset peers above are excluded.
- Auto-Owners Insurance Company Retirement Savings Plan (MI) 6,483 · 4 off
- Savs Pl for Emps of Amer Wtr Wks Co Inc & Its Desig Subs (NJ) 6,474 · 5 off
- Koch Meat Co., Inc. 401(k) Plan (IL) 6,485 · 6 off
- Healthpro-Heritage 401(k) Plan (MD) 6,485 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.